Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Boyd Stephens is a financial advisor with over 20 years of experience in the industry. Edward is registered with Raymond James Financial Services Advisors, Inc. and has been with them since 2016. Previously, Edward was a financial advisor with Merrill Lynch from 2004 until 2016. Edward has a broad range of experience, having worked in the financial services industry at firms such as Morgan Keegan & Company, Inc. and Morgan Stanley DW Inc. Edward is registered in Alabama, Florida, Georgia, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Edward is a Certified Financial Planner and has obtained the Series 31, Series 7, Series 9, Series 10, and Series 66 licenses. Edward is based in Greensboro, North Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
08/23/2021 - Present
Raymond James Financial Services Advisors, Inc. (Greensboro NC)
NC
11/18/2004 - 05/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
TN
05/30/2002 - 08/26/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
01/19/2001 - 06/10/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 2/7/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/20/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/8/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 1/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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